Kobayashi Pharma stock faces a JPY 500 billion take private bid proposal for review

Published on 10/07/2026 at 01:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kobayashi Pharma stock faces a potential JPY 500 billion take private proposal dated September 25, 2026. Q2 revenue reached JPY 37.084 billion, while net income was JPY 100.0 million.

Kobayashi Pharma, JP3301100008, Illustration mit AI erstellt.

Kobayashi Pharma stock was last at JPY 7,029 on the Tokyo Stock Exchange on October 6, 2026, 2.67 percent below its 52-week high of JPY 7,222. The central corporate event is a preliminary privatization proposal valued at more than JPY 500 billion.

Take private proposal sets the tone

According to Moneycontrol on September 25, 2026, affiliates of CVC Capital Partners and Nippon Sangyo Suishin Kiko submitted a preliminary, nonbinding joint proposal to take Kobayashi Pharmaceutical private. The report said the potential offer could exceed JPY 500 billion, while the company had made no decision on the proposal.

The proposal followed the company's red yeast supplement scandal and a broader restructuring effort. The same report put Kobayashi Pharmaceutical's market capitalization at JPY 460 billion on September 24, 2026, creating a clear valuation question for shareholders if formal terms emerge.

Q2 revenue rises from a low base

Kobayashi Pharmaceutical reported Q2 2026 revenue of JPY 37.084 billion and net income of JPY 100.0 million, according to Investing.com. The revenue figure was higher than the JPY 35.375 billion shown for the preceding quarter, while profit remained small relative to sales.

6ix lists the company's consolidated financial results for the six months ended June 30, 2026, under Japanese GAAP. That timing makes the earnings quality and the cost of rebuilding trust more important than the headline revenue figure for any privatization assessment.

Consensus sits below the market

Eulerpool reports an average analyst price target of JPY 5,279.96 and a median target of JPY 5,314.20, based on 12 ratings, with an overall Hold consensus. Its average target lies 24.9 percent below the JPY 7,029 market price on October 6, 2026.

The share price was last at JPY 7,029 on October 6, 2026, down 0.42 percent from the previous close. The quotation stood above the 52-week low of JPY 5,030, but the proposed transaction remains preliminary and carries no announced offer price.